Do You Believe in the Upside Potential of Builders FirstSource (BLDR)?

Do You Believe in the Upside Potential of Builders FirstSource (BLDR)?
Black Bear Value Partners' Q1 2025 investor letter highlighted a 0.8% return in March and -1.3% YTD for its fund, outperforming the S&P 500. Top holding, Builders FirstSource, Inc.